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4615 results found
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History & Notes | User Role: Receive notification of changes
Every now and again we have an issue in a client account with someone's User Role being altered without notification.
I can't figure out if the client is in there making changes without really knowing what they are doing, or if Xero is having a weird glitch.
(the latter seems unlikely)
It would be nice if we could pin point who was doing it so we could explain the hassle they are creating!2 votes -
Projects | Quotes - Pull through Item description as well as name
In Projects, when we add tasks to the project (pulled from Products and Services) and then Create Quote, the Product or Service name is what imports into the description line in the Quote and not the description from that Product or Service, as it does when creating a quote outside of Projects. Having this consistency makes sense (and is strange that it is not already the default) but it makes creating a quote from projects cumbersome, as the description needs to be added manually.
3 votes -
Purchase order - Use total cost and number of units to calculate unit price
Ability to enter total amount of Purchase Order and number of units, then the unit price will be automatically calculated. Have quotes given by suppliers that are a fixed amount that cannot be changed, and because of the Unit number the total has to round up, it doesn’t give the same total.
3 votes -
Xero Projects - Needs Total Estimated Hours & Total Used Hours (for Tasks) at top of Projects
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then I would also have to do the same for hours 'used'. Totals at the top would be amazing. Thanks
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and…
8 votes -
User Roles | Payroll - input timesheet
Can we have the ability to have a user only able to access and input timesheets, but not have access to payroll and reporting.
6 votesHi Mona, just to confirm what you're asking. Are you after a role that has both access to enter their timesheets and approve other employees timesheets without viewing other payroll information? Or simply ability to access and input timesheets?
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Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
21 votes -
New Account Summary Report - Search by Account Code
The new Account Summary Report needs the Account Code in the drop down list. Currently it only has the names of the accounts. There is no option to show or hide the Account Code. Sometimes I work with the account codes and not names. I need the ability to type the code in as well.
7 votes -
Xero Files | Report: Ability to see user access
Ability to identify which Xero files staff members who leave the firm have direct access to the client Xero file as opposed to being granted access from a firm level. This way, before you delete the user from Xero HQ/Blue you can check to see if any clients need to be contacted to update to invite the firm rather than a specific employee.
5 votes -
Quotes - Make the Title Field searchable
Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!
9 votes -
Tracking category on Automatic fees from Payment services
There should be an option to add the Tracking categories in the automatic fees from the Payment services such as Paypal, Stripe, etc. This is a small update but can save a lot of time in EOM processes so we do not need to do Find and Recode at the month-end for these transactions.
9 votes -
Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
5 votes -
Bills | Imports - Add Foreign Exchange rates as a column
But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.
Where you do not add an FX Rate it would default to the daily rate.
I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.
1 vote -
Reporting - fields and functionality of old report pack.
Report fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other old reports.
thanks
NatashaReport fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…
1 vote -
Tracking - Ability to search Category & Options
To be able to search the Tracking Categories on the set up page. Also to have a duplicate warning would be very helpful.
This search function would stop a Tracking number/ name, being entered twice. The list for us is very long!2 votes -
Navigation | Bank Rules - Add to Accounting menu
Add Bank Rules as an option to Accounting/Advanced options.
Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well
3 votes -
Invoice Payment: Go Cardless - Pass Go Cardless Fees to client
Pass ACH fees for Go Cardless to Clients
8 votes -
VAT Return — View invoice numbers
Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?
This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.
9 votes -
Gusto integration - Change sync to avoid creating multiple bills
We create contractor bills within Xero as a way to view and track upcoming bills, but we pay them through Gusto. When we make the Gusto payment, Gusto generates its own bill in Xero, leading to duplication.
As a current workaround, we delete the Xero bill once Gusto posts the payment transaction in Xero. At that time, we also attach PDFs of the invoices from the contractors to the Gusto bills.
Can you provide a way to prevent these duplicate bills?
1 vote -
Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Export Invoices - Include Phone Numbers in CSV
I would like to have clients phone numbers included when saving a CSV Export of Invoices. This feature is unavailable, though all other client data such as name, address and email gets exported.
I need to be able to track my clients 6 monthly and 12 monthly and send them SMS and this is the easiest way to access invoice dates and client data in a CSV file.
I find it very strange the phone data column was not included and hasn't been requested until now.
8 votes
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